About

At Keeney Financial Group, we’re passionate about wealth management and how it transforms lives. We’ve taken service and personalized attention to a whole new level, anticipating each client’s needs and then proposing solutions that can exceed expectations. It’s our dedication to high-touch, personal service that helps us stand out from the pack.

DILIGENT. DISTINCTIVE. DYNAMIC.™

We are Diligent in everything we do as your financial guide – from taking the time to get to know you and your goals, to exploring and explaining the best wealth management options – creative to conservative – that match your style and, finally, continuously monitoring their progress and making necessary adjustments.

Through planning and dedication, we empower your financial future by continuously exploring new opportunities. Without the constraints of financial stress, you’re free to enjoy life, follow your path and explore new ones.

We are Distinctive with a level of impeccable service built upon the idea that every interaction with you is a first impression and the honeymoon period never ends. Our team recognizes that there is no “status quo,” and we are continually acting upon opportunities to innovate and improve the client experience.

We are Dynamic to help optimize your investment plan in a changing world and always looking for new opportunities and the latest technology to drive your long-term success.

This passion to be a catalyst of change in the lives of our clients has led us to create a firm that delivers the benefits of creative, disciplined wealth management. The more you learn about our firm, the more you’ll understand why our commitment to providing 5-star client service is the foundation of what we believe is an enviable record of client satisfaction, referrals and retention.

We serve as independent and unbiased advisors to our clients, characterized by a high level of accountability in every phase of our services. We take on your retirement, lifestyle and financial goals as if they’re our own and approach them with every tool, technique and insight we can. Over time, people and goals change, so we’re right there with you, responding to the challenge with new ideas, so you can live well now and look ahead to an ideal retirement.

We truly believe that we earn your business every day. Our advisors constantly strive to earn and keep your trust through transparency in all that they do. This distinguishing depth of service has been both a cornerstone of client and staff retention, as well as a catalyst for growth. Our work together will be done with the goal of enhancing the quality of your life. So even if you’re used to managing your own financial affairs, you’ll have more time to do what you love.

 

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